Carrie Pechota signed Brown & Joseph, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brown & Joseph, LLC's EIN is 82-4103407.
Download the official 2024 Form 5500 (PDF) for Brown & Joseph, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Brown & Joseph, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK USA | 01-0233346 | BUFFALO, NY | RECORDKEEPER | $52K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $45.5M | 98.1% | |
| JOHN HANCOCK STABLE VALUE FUND GLOBAL TRUST COMPANY - JOHN HANCOCK · EIN 80-6136981 / PN 000 | Common Collective Trust | — | — | $196K | 0.4% |
